Investment adviser representative · Accurate Wealth Management, LLC
Rick O. Helbing
CRD 1348165 · Wesley Chapel, FL
At a glance
Rick O. Helbing is an investment adviser representative with Accurate Wealth Management, LLC in Wesley Chapel, FL, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rick’s SEC record dates to 2006, about 20 years ago. Designations on file: Certified Financial Planner, Chartered Financial Consultant.
Current advisory firm
- Accurate Wealth Management, LLCSince April 2026Wesley Chapel, FL · $1.7B in regulatory assets
SEC adviser record
- Registered since
- 2006 (20 years)
- Designations
- Certified Financial Planner, Chartered Financial Consultant
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rick’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- 4 firmsLocked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.